Overview
Welcome, Nick. You have 5 active opportunities in your pipeline totaling $0.
Upcoming Advisor Meetings
Dec 4 – Dec 10
No labeled meetings in this range.
New opportunities per day
Last 30 days · hover a point to see the names.
Client hours
Logged session time across all clients.
Hours
8.5
Sessions
48
Open
112
meetings to log
Top clients
- Home Promise3 hr · 9
- K Play Solutions2 hr · 6
- GetSojo1.5 hr · 3
- John Ciarlone1 hr · 1
- John Ciarlone1 hr · 1
Open pipeline by stage
5 active opportunities · $0 total
- New4$0
- Qualified1$0
- Proposal0$0
- Negotiation0$0
Wins
0 deals · $0
| Date | Opportunity | Contact | Organization | Value |
|---|---|---|---|---|
| No wins in the last 30 days. | ||||
Follow-Up Radar
The Follow-Up Radar ships in Week 4. For now, you can view and manage all of your potential deals directly from the Opportunities table.